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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $778,281 | $109,411+611.3% | $89,435+770.2% | $158,982+389.5% |
| Participation rate | 6.7% | 74.3%-67.6pp | 68.0%-61.3pp | 82.0%-75.3pp |
| Annual return | -14.86% | 345.68%-360.5pp | 245.55%-260.4pp | 302.99%-317.8pp |
| Employer contribution / active EE | $1,148 | $3,173-63.8% | $2,587-55.6% | $4,763-75.9% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $148 | $6,159-97.6% | $4,884-97.0% | $11,252-98.7% |